32red Share Discussion Threads

[firtashia] 29/12/2015 12:11

Hi DD4, I reckon the forecast of £5.6m to which you refer is not PBT but "underlying EBITDA". Went through exactly the same head scratching exercise; having bought in just before the interims I almost sold out when I saw the results. I took the lack of an immediate share price crash as a sign that the forecasts were for underlying EBITDA & that they had been met. As a result I held, and glad I did :-)

[discodave4] 28/12/2015 17:28

Need clarification please - crunching the numbers and completely unclear how they are going to achieve a forecasted profit before tax of £5.6m.The revenue of £46m makes sense when allowing for c £6.5m revenue from Roxy but the margins make no sense to me or the forecast eps.The forecast is for a 12% margin for this year yet H1 was a paltry 0.5% margin. A forecast pre tax profit of £5.6m means H2 would need to be 55 times greater than H1 (historically H2 at best is about 2 times more than H1), when Rev has on,y increased c 50%. Likewise the margin for H2 would need to be about 24% - unlikely IMV. Can anybody explain why H2 is forecast to be so much better than H1?. Just trying to see where I'm possibly going wrong!.I'm not invested at present.ThanksDD

[m.t.glass] 18/12/2015 10:25

Soup - viewed on a semilog chart the steepness is no great worry.

[saucepan] 18/12/2015 10:14

The Rolling P/E 2 here is still only 11.73 and the Slater PEG a mere 0.19.

(ShareScope data)

TTR is far from ahead of itself yet.

[soupdragon55] 18/12/2015 09:27

Its worth keeping an eye on that gap bamboo, the concern now is that it gets too vertical.

[bamboo2] 18/12/2015 08:30

My selling looks badly timed now. I feared an imminent filling of the gap around 105

[treeshake] 17/12/2015 12:48

Somebody is buying these and it isn't PI's

[saucepan] 16/12/2015 09:02

Looking strong today

[jakleeds] 16/12/2015 08:44

Autobot is back...

[m.t.glass] 14/12/2015 10:25

bamboo - OK, have ditched that one. Will put up another one later today/tmoro/next.

[bamboo2] 14/12/2015 10:16

Hi M.T., any chance of a clearer intraday chart. Existing one seems quite unresponsive. tia

Sold remainder of mine today, and will hope to buy back a bit lower.


Cheers
edit, chart added...

[m.t.glass] 14/12/2015 10:07

In the coming 12 months it might even get past where it was when I started this thread 10 years ago.

[jakleeds] 14/12/2015 08:51

These should fly today once the buys start coming in, given the rebound in the market today.

[jakleeds] 11/12/2015 16:17

Autobot is back, cleaning up at full ask. I reckon we would be up a few pence in a half-decent market.

[jakleeds] 10/12/2015 13:45

Looks to be firming and getting ready for the afternoon squeeze...

[jakleeds] 09/12/2015 16:18

A long way to go yet IMO. Wait for the full benefits of the Roxy acquisition start to come through. And they have plenty of cash should they find anything else worth snapping up.

[treeshake] 09/12/2015 16:15

I did buy yesterday eventually to add to my previous purchases.Going all in is a rather risky strategy with a pension but would have paid off in hind sight

[jakleeds] 09/12/2015 16:00

Squeezing upwards again. There seems to be an autobot buying these.

[pyemckay] 08/12/2015 20:39

tree, if its way undervalued. Why are you not buying now?

[jakleeds] 08/12/2015 19:31

Treeshake, why did you duck out of going all in at 70p mate?

[treeshake] 08/12/2015 19:30

At the time - around 11ish that day I was searching everywhere for bad news but couldn't find any - gut feeling should have been enough !DOH

[firtashia] 08/12/2015 19:26

Yes Tree Shake, what a chicken, :-)

[treeshake] 08/12/2015 19:23

Added at lunchtime today after Barclays got their systems back up !Wish I had the guts to go all in at 70p ish the other week instead of the poultry amount I put in at the timeWay undervalued and will be taken out